Planning for retirement is more than a one-time event. It's important to take into account your vision for retirement and the goals you've set for yourself. Creating a written retirement plan is a key part of the process, and Wachovia offers access to timely information and resources to help as you make financial decisions designed to help enrich your life not only in retirement, but each step along the way.
Wachovia's newly enhanced Planning Tools and Calculators can help you determine how much you may need to save for retirement and how to go about setting aside the assets you need to help you prepare for your retirement vision.
New Tools, New Features, Easy Access
You'll find everything you need to research investments, find out how much you need to save to help reach your retirement goals, and become informed on the key retirement and investment issues that could affect your long-term planning.
You can also find information on how you can roll over your employer plan, invest with a financial advisor, transfer an IRA, open a retirement account and view your Wachovia accounts online.
Be Calculating
In addition to information on IRAs, life insurance, mutual funds and other investments, you'll also find planning tools such as:
- 401K Cash Distribution Calculator
- 401K Contribution Calculator
- Retirement Readiness Assessment
- Retirement Income Needs Estimator
- IRA Comparison Tour
- Mutual Funds Screener
- Wachovia Securities Financial
- Advisor Locator Tool
Don't Wait! Get Started Today.
If you are just beginning to consider retirement planning, you can help determine if you are financially, socially and emotionally prepared with our Retirement Readiness Assessment tool.
Take our quick Retirement Fitness Quiz to test your preparedness and confidence as you consider retirement.
The interactive Quick View calculator will help you assess your financial picture to determine how long your current retirement savings may last.
Our in-depth Retirement Planning Calculator can help determine if you are on track for retirement or if your savings may fall short of your needs.
Investing The Smart Way
Making the right investment decisions can be tricky. If you are not sure how to get started, use the Retirement Account Selection Tool to help assess your options.
What's the difference between taking your 401(k) distribution in cash or consolidating it into an IRA? The 401k Distribution Calculator will show you.
Figure out how much, if any, of a Traditional IRA you may be able to deduct on your taxes, and estimate how much money you can expect to get from Social Security.
To speak with a financial advisor or learn more about retirement planning, contact our Retirement Resource Center at (866) 588-9606, 8:00am - 6:00pm ET, Monday through Friday.
